Big Call Screening: Krones, Vinci, Visa, and ASML.

Cyclical stocks are currently having a hard time due to the continued bleak economic outlook. One of the few exceptions remains the stock of bottling equipment manufacturer Krones. The provider, specializing in bottling and packaging solutions for the beverage and food industry, is currently able to benefit from catch-up effects, especially since existing customers like Nestle, Pepsi, and Coca-Cola are increasing their production capacities. If the economic environment continues to improve, Krones should benefit disproportionately, as it is likely...